Recent discussions on X about Jack Henry & Associates (JKHY) have centered around the company’s strong Q4 fiscal 2025 earnings report, which showed significant revenue growth and earnings per share surpassing expectations. Many users on the platform have expressed optimism about the company’s performance, particularly highlighting its robust cost control and growth in core recurring revenue streams. The conversation reflects a sense of intrigue about whether this momentum can be sustained into the next fiscal year.
However, there’s also a notable undercurrent of caution among some participants on X regarding the company’s FY26 guidance, which appears more conservative than anticipated. Posts have pointed out that while the recent results were impressive, the forward-looking revenue projections fell slightly below consensus estimates, sparking debates about potential headwinds. This mix of reactions keeps the dialogue dynamic as investors weigh the balance between past success and future uncertainties.
Note: This discussion summary was generated from an AI condensation of post data.
Jack Henry & Associates Congressional Stock Trading
Members of Congress have traded $JKHY stock 2 times in the past 6 months. Of those trades, 1 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $JKHY stock by members of Congress over the last 6 months:
- REPRESENTATIVE LISA C. MCCLAIN has traded it 2 times. They made 1 purchase worth up to $15,000 on 07/10 and 1 sale worth up to $15,000 on 07/16.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Jack Henry & Associates Insider Trading Activity
Jack Henry & Associates insiders have traded $JKHY stock on the open market 6 times in the past 6 months. Of those trades, 0 have been purchases and 6 have been sales.
Here’s a breakdown of recent trading of $JKHY stock by insiders over the last 6 months:
- DAVID B FOSS has made 0 purchases and 3 sales selling 20,780 shares for an estimated $3,677,957.
- CRAIG KEITH MORGAN (General Counsel & Secretary) sold 5,000 shares for an estimated $900,816
- RENEE ANN SWEARINGEN (Sr VP & Chief Accounting Offic) sold 1,010 shares for an estimated $180,891
- SHANON G. MCLACHLAN (COO) sold 246 shares for an estimated $44,137
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Jack Henry & Associates Hedge Fund Activity
We have seen 340 institutional investors add shares of Jack Henry & Associates stock to their portfolio, and 387 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JPMORGAN CHASE & CO removed 637,951 shares (-59.5%) from their portfolio in Q2 2025, for an estimated $114,939,631
- GAMMA INVESTING LLC removed 463,759 shares (-99.2%) from their portfolio in Q2 2025, for an estimated $83,555,459
- ARTISAN PARTNERS LIMITED PARTNERSHIP added 412,400 shares (+inf%) to their portfolio in Q2 2025, for an estimated $74,302,108
- NORGES BANK added 362,327 shares (+130.1%) to their portfolio in Q2 2025, for an estimated $65,280,455
- BAILLIE GIFFORD & CO added 346,095 shares (+inf%) to their portfolio in Q2 2025, for an estimated $62,355,936
- MITSUBISHI UFJ ASSET MANAGEMENT CO., LTD. added 301,600 shares (+22.1%) to their portfolio in Q2 2025, for an estimated $54,339,271
- MORGAN STANLEY added 299,281 shares (+6.0%) to their portfolio in Q2 2025, for an estimated $53,921,457
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Jack Henry & Associates Analyst Ratings
Wall Street analysts have issued reports on $JKHY in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- DA Davidson issued a "Buy" rating on 08/18/2025
To track analyst ratings and price targets for Jack Henry & Associates, check out Quiver Quantitative's $JKHY forecast page.
Jack Henry & Associates Price Targets
Multiple analysts have issued price targets for $JKHY recently. We have seen 3 analysts offer price targets for $JKHY in the last 6 months, with a median target of $185.0.
Here are some recent targets:
- Peter Heckmann from DA Davidson set a target price of $212.0 on 08/18/2025
- Nik Cremo from UBS set a target price of $185.0 on 05/08/2025
- Sanjay Sakhrani from Keefe, Bruyette & Woods set a target price of $183.0 on 05/08/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
